CNEZX Mutual Fund

CNEZX Mutual Fund (Alger Concentrated Equity Fund Class Z) is managed by Alger with $9.8M in net assets. CNEZX expense ratio is 0.56%, holding 30 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2024-04-04.

CNEZX performance shows a YTD return of 16.40%. The 1-year return is 14.94%.

CNEZX top holdings include Nvidia Corp (14.0%), Microsoft Corp (7.8%), Alphabet Inc. C (6.3%), Taiwan Semiconductor Manufacturing Co Ltd (5.6%), Broadcom Inc (5.2%). Go to all CNEZX holdings, CNEZX sectors, or CNEZX dividends.

CNEZX can be compared against other funds. Use CNEZX overlap to find shared positions, or CNEZX vs another fund for a side-by-side view. CNEZX alternatives are available via the screener, along with tax-loss harvesting opportunities.